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JPMorgan Chase & Co. shares owned by Fourth Dimension Wealth

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fourth Dimension Wealth from 13F filings

Historical chart of Fourth Dimension Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Fourth Dimension Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 4.2k 322.22
2025-09-30 $1.3M 4.2k 315.43
2025-06-30 $1.2M 4.2k 289.91
2025-03-31 $458k 1.9k 245.30
2024-12-31 $471k 2.0k 239.71

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.